Corporate Financial Advisor

Beilby Downing Teal Pty Ltd; Western Australia; Hybrid; AUD 80,000 - 100,000; Full time

Benefits offered by this job

Flexible work arrangements

Health insurance discounts

Fitness classes

Parental leave

Job summary

A governmental financial services provider in Western Australia is seeking a Corporate Financial Advisor to enhance services through financial analysis and data modeling. The ideal candidate should possess a relevant tertiary qualification, strong analytical skills, and experience in financial modeling, particularly with Microsoft Excel. The role offers a supportive work environment with flexible arrangements and numerous employee benefits, contributing to the economic future of Western Australia.

Qualifications

• Experience in financial modelling, financial analysis and financial accounting.
• Ability to develop structured financial models.
• Strong interpersonal and communication skills, with team collaboration experience.

Responsibilities

• Evaluate financial analysis and capital investment decisions.
• Develop and maintain financial models for project evaluation.
• Communicate analysis results to clients in various formats.

Skills

Financial modelling

Data analysis

Excel

Communication skills

Education

Tertiary qualification in a relevant discipline

Tools

Power BI

Job description

Opportunity to make a meaningful impact in a dynamic environment by evaluating key projects that drive WA long-term economic development.

• Leverage your financial modelling and data analytics expertise to inform critical State decisions.
• Develop best-practice financial models to unlock data-driven insights and support key decision-making.
• Thrive in a supportive workplace with flexible work arrangements, mentoring and growth opportunities.

About WATC

As the State’s central financial services provider, Western Australian Treasury Corporation (WATC) cares about the financial health of Western Australia’s government sector. WATC partner with government entities to achieve sound financial outcomes and provide access to a comprehensive range of corporate finance, debt and investment, risk management and foreign exchange products and advisory services. They also provide our investors with secure and sustainable opportunities.

You can find out more about the organisation including our purpose, history and key activities by visiting the About Us tab on the WATC website.

The Opportunity

WATC are seeking a passionate Corporate Financial Advisor to join their Advisory Services team. In this role, you will help enhance WATC’s services by delivering data analytics and visualisation insights to guide and improve decision-making for Western Australia’s economic future.

You will have the chance to contribute to the financial evaluation of key projects, explore alternative financing structures, and work with senior stakeholders across the finance industry. This role provides a unique blend of technical skill development and strategic influence, offering a platform for professional growth.

As a Corporate Financial Advisor specialising in financial data analysis and modelling, you will have experience in best-practice modelling with Microsoft Excel and solving complex financial problems. Exposure to Power BI would be an advantage.

Key activities include:

• Working collaboratively with clients to support the financial analysis and evaluation of capital investment decisions, procurement decisions, and alternative financing structures.
• Assisting in providing research analysis and advisory services to WATC and its clients in relation to capital investment and procurement decisions, based on sound financial and data analysis.
• Maintaining an awareness of, or capability to analyse, financial topics including interest rates, inflation, credit, foreign exchange, commodity risk management, funding and/or the investment of funds.
• Assisting in analysing client data to support WATC’s financial analysis roles, through collecting, cleansing, analysing, and presenting client data analysis results.
• Supporting senior analysts to communicate clearly to clients in written, verbal or graphical form, the results of analysis including various outcomes under a range of scenarios.
• Assisting the Advisory Services team to build and maintain effective relationships with key stakeholders within the finance industry.
• Assisting in developing, maintaining and reviewing financial models used by Advisory Services or as requested by clients.
• Undertaking research to support the development of Advisory Services’ strategic role in the Western Australian government sector.

About You

WATC’s ideal candidate is a curious, motivated individual with a passion for financial analysis, problem-solving and data-driven decision-making, who welcomes the opportunity to be mentored. Your strong analytical capability, adaptability in a fast-paced environment, and proactive, agile approach will set you apart.

If you are a critical thinker with strong analytical experience, skills in best-practice Excel modelling, can demonstrate the experience outlined below, and align with WATC values, we would love to hear from you.

Required Experience & Qualifications

• A tertiary qualification in a relevant discipline.
• Experience in financial modelling, financial analysis and financial accounting.
• Exposure to commercial, infrastructure and investment projects.
• Ability to develop structured financial models.
• An understanding of the basics of corporate finance.
• Strong interpersonal and communication skills, with the ability to build client relationships and work within a team environment.
• A high level of intellectual curiosity and financial problem-solving capability.
• A flexible, ‘can-do’ approach to work.

WATC Values

• Integrity – We are open, honest and accountable; we adhere to the highest professional and ethical standards. We honour our promises.
• Partnership – We work collaboratively with our stakeholders and colleagues towards achieving successful outcomes.
• Adaptability – We challenge ourselves to think creatively and to continuously improve.
• Achievement – We are engaged and focused on delivering valued outcomes for Western Australia.
• Leadership – We use our knowledge and experience to contribute to the long-term benefit of Western Australia.

Employee Benefits

• Working from home options and flexible start and finish times.
• Compressed work schedules and part time work opportunities.

Health and wellbeing focus

• Calendar of a range of wellbeing initiatives.
• Two wellbeing days annually.
• Discounted health insurance.

Generous personal leave

• 12.5 days personal leave per year.
• Up to 12 weeks paid parental leave (on top of government paid parental leave scheme).
• Access to purchase additional leave.

Diverse, inclusive and supportive work environment

• Strong organisational focus on diversity and inclusion.
• A range of staff initiatives to drive First Nations awareness and support women in finance.
• A reward and recognition program.
• Training courses.
• Professional memberships.
• Structured learning opportunities.

Contemporary offices

• Sit-stand desks and personal lockers.
• Free gym access and fitness classes in the building.
• Excellent end of trip facilities.

Only candidates with unrestricted working rights in Australia will be considered.